Holistic financial planning is a comprehensive approach to managing one’s finances that considers all aspects of an individual’s or family’s finances. Instead of the traditional financial advisor role of focusing solely on investments or budgeting, holistic financial planners, such as iWealth, consider broader factors such as a person’s goals, values, risk tolerance, lifestyle and future […]
Stocks dropped last week as investors focused on “what’s next” for interest rates after mixed comments from multiple Fed officials. Fed Officials Weigh In Stocks struggled out of the gate again last week, ending Monday and Tuesday in the red on concerns that recent economic data could derail the Fed’s plan for short-term rates. The […]
A lot of people have questions regarding emergency funds. How much should you be saving, and where should those savings go? Balancing debts while trying to save can also pose its unique challenges. This post outlines some basic principles that can guide you as you think through your personal budgeting. Why an Emergency Fund Matters […]
Stocks were narrowly higher for the week as investors digested mixed economic news about consumer confidence. All three of the major averages posted gains for Q1 2024. Stocks Finish Strong Markets slipped for the first half of the four-day week as investors took a breather after the prior week’s gain. Conflicting economic news on Monday […]
Stocks posted their best week of the year, sparked by news that the dovish Fed decided to keep rates steady and signaled three rate cuts were still possible this year. Stocks Bounce Back As widely expected, the Fed left rates unchanged at the conclusion of its two-day meeting. But somewhat less expected, the Fed signaled […]
Stocks were down for the week as investors appeared to take some profits and traders parsed Fed Chair Jerome Powell’s Congressional testimony. Markets Wobble Stocks had a rough start to the week, with the Dow, S&P 500, and Nasdaq each off more than one percent on Tuesday alone. Mega-cap tech stocks were under pressure as […]